Independent Energy Equities & Commodities Research, WHB Energy Research LLC

William H Brown III

WHB Energy Research LLC is an independent energy industry equity and commodity boutique providing analysis and trading/investment recommendations to hedge funds, mutual funds, oil and gas producing companies, energy consuming companies and high net worth individuals. WHB Energy Research LLC fills a major void by providing top level fundamental and qualitative research complemented by state of the art quantitative modeling. WHB Energy Research LLC also engages in physical oil trading activity as an agent/intermediary and also provides expert witness consultation and testimony. From 2003-2005 Mr. Brown established and managed an energy hedge fund for a single investor/client. Specialties: Economic and financial analysis and forecasting of the NYMEX, ICE, and international physical petroleum markets and energy equities in the integrated, independent producer, refining, drilling, service, and transportation sectors.

Independent Energy Equities & Commodities Research

Morning Market Notes: U.S.-Iran Peace "At Hand"? We Will Believe It When We See It

Morning Market Notes: Is An Attack on Pickaxe Mountain a Possible U.S. "Off Ramp"?

Morning Market Notes: It Looks Like We Were Right But For the Wrong Reasons

Independent energy equity and commodity boutique

WHB Energy Research LLC

WHB Energy Research LLC is an independent energy industry equity and commodity boutique
providing analysis and trading/investment recommendations to hedge funds, mutual funds, oil
and gas producing companies, energy consuming companies and high net worth individuals.
WHB Energy Research LLC fills a major void by providing top level fundamental and
qualitative research complemented by state of the art quantitative modeling. WHB Energy
Research LLC also engages in physical oil trading activity as an agent/intermediary and also
provides expert witness consultation and testimony. From 2003-2005 Mr. Brown established and
managed an energy hedge fund for a single investor/client. Specialties: Economic and financial
analysis and forecasting of the NYMEX, ICE, and international physical petroleum markets and
energy equities in the integrated, independent producer, refining, drilling, service, and
transportation sectors.

Commodities

<ul>
<li>It appears that, for the time being at least, the exchange of military strikes between the U.S. and Iran will pause, although we will see how long this one lasts.       </li>
<li>President Trump is suggesting that he wishes to give the negotiating process another chance, but weighing heavily is the continued depletion of the U.S. weapons inventory, particularly defensive assets.</li>
<li>If further depleted, it would reduce the “neutral” Gulf countries' ability to defend themselves and therefore subject critical oil and gas assets to substantial damage.         </li>
</ul>


It appears that, for the time being at least, the exchange of military strikes between the U.S. and Iran will pause, although we will see how long this one lasts.       
President Trump is suggesting that he wishes to give the negotiating process another chance, but weighing heavily is the continued depletion of the U.S. weapons inventory, particularly defensive assets.
If further depleted, it would reduce the “neutral” Gulf countries' ability to defend themselves and therefore subject critical oil and gas assets to substantial damage.         


Monday Macro Update: A Military Hiatus: A Pause to Refresh or A Pause to Rearm?

Crude Oil

Monday Macro Update: A Military Hiatus: A Pause to Refresh or A Pause to Rearm?